Tax Specialist / CPA for Personal Tax Planning & Filing
I’m looking for an experienced tax specialist or CPA/Enrolled Agent (EA) to handle my personal taxes and provide strategic guidance. This is for me personally, not for multiple clients.
Tasks may include:
• Preparing and filing my federal and state tax returns
• Reviewing my past returns for accuracy
• Advising on tax-saving strategies
• Answering questions related to personal tax matters
• Helping with investments, deductions, or special situations (self-employment, side businesses, etc.)
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Requirements
• CPA or Enrolled Agent (EA) preferred
• Minimum 5 years personal tax experience
• Strong knowledge of U.S. federal and state tax codes
• Confidentiality and professionalism required
• Experience with common tax software (TurboTax, Drake, Lacerte, etc.)
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